See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,528 | $100,754-41.9% | $86,677-32.5% | $134,475-56.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -16.37% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $826 | $3,489-76.3% | $2,836-70.9% | $4,740-82.6% |
| Participant deferral / active EE | $3,985 | $5,338-25.3% | $4,656-14.4% | $6,400-37.7% |
| Admin fee / account holder | $609 | $10,926-94.4% | $7,493-91.9% | $11,426-94.7% |